Susan Tague APFS

Chartered Financial Planner and Occupational Pension Specialist

Susan is a Chartered Financial Planner and an Occupational Pension Specialist. She has worked in Financial Services for over thirty years and joined Attivo Financial Planning in 2018. Susan is an Associate of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).

All Financial Planners require a Diploma in Financial Planning to provide advice. Susan holds both the Diploma and the Advanced Diploma in Financial Planning.

To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Susan holds the following Advanced Financial Planning Papers:

  • Personal tax and trust planning
  • Financial planning process
  • Pension planning
  • Business financial planning.